Ep 18: How an IRA Trust Trilogy Can Benefit Your Family
If you want more of your hard-earned money to go into your family’s pockets instead of to the IRS, today’s show is for you. We’ll explain why you should try an IRA Trust Trilogy.
Ep 17: Is a Charitable Remainder Trust Right for You?
Today we’re talking about a topic that clients ask us about a lot – what is a charitable remainder trust? How does it work? How can it benefit you? We’ll share the answers in today’s show.
Ep 16: Have You Used This Charitable Planning Technique?
Today we’re talking about a donor advised fund. Find out how this niche charitable planning technique has helped some of our clients and could help you, too.
Ep 15: Estate Planning Expert Explains Wills vs. Trusts and More
What is the difference between a will and a trust? Find out on the difference on today’s episode as well as the importance of an estate planning attorney.
Ep 13: ‘Paychecks and Playchecks’ Author Shares Top Retirement Tips
Economist, author, and retirement expert Tom Hegna joins us to share his expertise on handling finances and preparing for retirement. Find out how he helps people solve complex financial problems using easy-to-understand words.
Ep 12: Are You Ready to Retire?
The goal for all of us is to be able to retire at some point, but how do you know when you’re ready? Let’s take away some of that worry and concern by sharing the different types of people we work with and what it takes to get them to retirement.
Ep 10: Busting the Biggest Social Security Myths
Social Security isn’t a topic that clients are well-versed in when we first meet them, but it’s a critical component to the income planning portion of your retirement. Many factors weigh into the claiming strategy and we want to clear up many of the common misbeliefs that are out there.
Ep 9: The Importance of the Financial Red Zone
Retirement planning is much like football. The closer you get to the endzone, the more important the strategy becomes. Let’s take a look at these crucial planning years and talk about what you need to be doing to avoid a critical turnover.
Ep 7: How to Find the Right Financial Advisor
The relationship with a financial advisor is one that you need to feel comfortable with and have trust in. How do you find the right person? A lot of people can do a good job for you but we’ll explain the qualities and characteristics you absolutely need from an advisor.
Ep 2: The Five Pillars – Income Planning
Our Cornerstone Retirement Blueprint Process is focused around 5 key pillars of retirement planning designed to help our clients achieve the retirement they have always dreamed of. On this episode, we’re going to elaborate on the income planning process, which is a top priority for your retirement plan.
